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Name Holding Trade Value Shares
Change
Change in
Stake
HW
551
Hancock Whitney
Mississippi
$671K -$153K -1,400 -19%
SA
552
Strategic Advisors
New York
$669K -$11.9K -109 -2%
CT
553
Caldwell Trust
Florida
$666K +$21.2K +194 +3%
IFWM
554
Institute for Wealth Management
Colorado
$665K +$2.95K +27 +0.5%
BCV
555
Banque Cantonale Vaudoise
Switzerland
$661K -$864K -7,900 -58%
VBWMG
556
Von Berge Wealth Management Group
California
$656K +$707K +6,470 New
PHK
557
Point72 Hong Kong
Hong Kong
$655K -$3.14M -28,723 -83%
AWM
558
Altium Wealth Management
New York
$654K +$138K +1,259 +28%
CWM
559
Calamos Wealth Management
Illinois
$650K +$2.62K +24 +0.4%
WA1
560
Wimmer Associates 1
California
$648K +$7.65K +70 +1%
FTDI
561
First Trust Direct Indexing
Massachusetts
$645K -$63K -576 -9%
WPW
562
Waldron Private Wealth
Pennsylvania
$643K +$5.36K +49 +0.9%
GCAC
563
Guardian Capital Advisors (Canada)
Ontario, Canada
$642K +$612K +5,600 New
BEC
564
Blue Edge Capital
Virginia
$639K
PAI
565
Pittenger & Anderson Inc
Nebraska
$639K +$262K +2,400 +75%
GBT
566
Grove Bank & Trust
Florida
$637K
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$633K +$607K +5,548 New
SIP
568
Stoneridge Investment Partners
Pennsylvania
$632K
MPPW
569
Mitchell & Pahl Private Wealth
Oklahoma
$628K -$54.7K -500 -8%
ZCM
570
Ziegler Capital Management
Illinois
$628K -$2.52K -23 -0.4%
BCI
571
Brinker Capital Investments
Pennsylvania
$624K +$598K +5,467 New
ACG
572
Allen Capital Group
Nebraska
$620K +$984 +9 +0.2%
S
573
Seeyond
France
$616K
GT
574
Greenleaf Trust
Michigan
$614K +$9.73K +89 +2%
KOCAA
575
Knights of Columbus Asset Advisors
Connecticut
$613K +$587K +5,371 New